Remote Financial Services Agent - Life Insurance, Investments, & Mortgage - Matrix Recruiters

Job Overview:

Our client, a prominent financial services firm, is looking for entrepreneurial individuals ready to build a career with flexible hours and limitless potential. This unique opportunity offers comprehensive training and licensing in three lucrative areas: Life Insurance, Securities (Investments), and Loan Origination (Mortgages). If you’re passionate about helping others reach their financial goals and motivated by the prospect of financial independence, this could be your next great adventure!

Position Highlights:

Work Environment:

Fully Remote – Work from home or anywhere with Wi-Fi.

Flexible Scheduling:

Part-time or full-time options to fit your lifestyle.

Licensing Provided:

Company-sponsored licensing for Life Insurance, Securities, and Mortgage Loan Origination.

Compensation:

No quotas or caps on commission. Enjoy multiple streams of income, including residuals and stock opportunities.

Key Responsibilities:

As a Remote Financial Services Agent, you will play a pivotal role in educating clients on financial solutions that align with their goals and guiding them through product selection. Your primary responsibilities will include:

Client Needs Assessment:

Engage in virtual consultations to assess clients' financial situations, understand their needs, and identify areas where financial products can provide security and growth.

Product Education and Recommendations:

Explain the benefits of life insurance, investment options, and mortgage products, helping clients make informed decisions that align with their financial goals.

Team Development and Leadership:

As you progress, you’ll have the opportunity to recruit, mentor, and build a team, shaping future leaders within the organization.

Utilization of Digital Tools:

Leverage online tools, platforms, and communication technology to connect with clients, conduct meetings, and manage client relationships remotely.

Ideal Candidate Profile:

Our client seeks individuals who are self-motivated, goal-oriented, and driven by an entrepreneurial spirit. Key qualities include:

Self-Starter:

Thrives independently and takes initiative in a remote work environment.

Exceptional Communicator:

Strong communication skills to build trust, convey information, and maintain relationships.

Customer-Centric Mindset:

Committed to delivering exceptional service and prioritizing clients’ best interests.

Entrepreneurial and Growth-Oriented:

Open to building and scaling a team, with a natural inclination toward leadership and business growth.

Decision-Making and Problem-Solving:

Capable of making sound decisions and solving challenges as they arise.

Internet Access:

Must have a reliable internet or Wi-Fi connection for remote work.

Preferred Experience (Not Required):

While no prior experience is necessary, our client values candidates with backgrounds in sales, marketing, business, or customer service.

Requirements:

To be eligible for this role, candidates must meet the following criteria:

Age Requirement:

Must be at least 18 years old, as per federal guidelines.

Background Check:

Ability to pass a state background check (no felony convictions).

Personal Attributes:

Self-disciplined, honest, accountable, and proactive with a strong desire to achieve success.

What Our Client Offers:

This role provides a wealth of opportunities for professional growth and financial security. Benefits include:

Training Bonus Program:

Incentives and bonuses during the initial training period.

Licensing Coverage:

Our client covers the costs of obtaining essential licenses, including Life Insurance, Federal Securities (SIE, Series 6, 63, 26, 65), and Mortgage Loan Origination.

Unlimited Earning Potential:

No quotas or caps on commissions, allowing you to maximize your earnings based on your performance.

Stock and Residual Income Opportunities:

Access to stock options and multiple streams of income (11 in total), giving you both immediate and long-term financial growth.

Why Join Our Client's Team?

This role provides a rare opportunity to gain comprehensive training, industry licensing, and the flexibility to build a career tailored to your aspirations. With no prior experience required, our client welcomes motivated, entrepreneurial-minded individuals who are ready to take control of their financial future and support others in doing the same. The potential for growth, independence, and financial success is unmatched, making this an ideal opportunity for self-starters who are passionate about financial services.

How to Apply:

If you’re ready to take charge of your career and help others achieve financial security, we encourage you to press the 'Apply Now' button to submit your application. Be sure to include a resume that highlights your motivation, entrepreneurial spirit, and any relevant experience.

No Calls or Messages Please:

Our client requests that you apply through the official process only. Reaching out through other channels may result in disqualification.

Start Your Journey Today!

Apply now and take the first step toward an exciting career that offers both personal and financial growth. Join our client’s team of motivated financial professionals and embark on a path to financial independence!